Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionNational Pension Service
Latest Disclosed Ownership414,469 shares
Latest Disclosed Value $ 222,992,611
National Pension Service reports 0.46% decrease in ownership of CMI / Cummins Inc.

On May 12, 2026 - National Pension Service filed a 13F-HR form disclosing ownership of 414,469 shares of Cummins Inc. (MX:CMI) valued at $222,992,611 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 416,389 shares of Cummins Inc.. This represents a change in shares of -0.46% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F CUMMINS 0 231021106 414,469 -1,920 -0.46 222,993 4.92 0.1693
2026-02-10 2025-12-31 13F CUMMINS CUMMINS INC 231021106 416,389 173,143 71.18 212,546 106.88 0.1574
2025-11-04 2025-09-30 13F CUMMINS COM 231021106 243,246 12,588 5.46 102,740 36.01 0.0798
2025-08-08 2025-06-30 13F CUMMINS COM 231021106 230,658 1,570 0.69 75,540 5.20 0.0652
2025-05-13 2025-03-31 13F CUMMINS COM 231021106 229,088 17,473 8.26 71,805 -2.66 0.0690
2025-02-05 2024-12-31 13F CUMMINS COM 231021106 211,615 -12,495 -5.58 73,769 1.66 0.0698
2024-10-30 2024-09-30 13F CUMMINSINC COM 231021106 224,110 16,061 7.72 72,565 25.95 0.0700
2024-08-13 2024-06-30 13F CUMMINS COM 231021106 208,049 -5,485 -2.57 57,615 -8.43 0.0662
2024-05-14 2024-03-31 13F CUMMINS COM 231021106 213,534 -1,128 -0.53 62,918 22.34 0.0755
2024-02-07 2023-12-31 13F CUMMINS COM 231021106 214,662 0 0.00 51,427 4.59 0.0716
2023-11-15 2023-09-30 13F CUMMINS COM 231021106 214,662 687 0.32 49,168 -5.05 0.0787
2023-08-16 2023-06-30 13F CUMMINS COM 231021106 213,975 -68,171 -24.16 51,782 -21.60 0.0835
2023-05-12 2023-03-31 13F CUMMINS COM 231021106 282,146 83,257 41.86 66,048 37.06 0.1203
2023-02-24 2022-12-31 13F/A-1 CUMMINS COM 231021106 198,889 5,047 2.60 48,189 21.51 0.0948
2023-02-21 2022-12-31 13F CUMMINS COM 231021106 198,889 5,047 48 0.0948
2023-02-24 2022-09-30 13F/A-1 CUMMINS COM 231021106 193,842 -13,487 -6.51 39,658 -1.16 0.0828
2022-11-18 2022-09-30 13F CUMMINS COM 231021106 193,842 -13,487 39,658 0.0828
2022-08-17 2022-06-30 13F CUMMINS COM 231021106 207,329 3,107 1.52 40,124 -4.21 0.0827
2022-05-13 2022-03-31 13F CUMMINS COM 231021106 204,222 -38,208 -15.76 41,888 -20.79 0.0765
2022-02-15 2021-12-31 13F CUMMINS COM 231021106 242,430 1,109 0.46 52,884 -2.41 0.0923
2021-11-18 2021-09-30 13F CUMMINS COM 231021106 241,321 -11,753 -4.64 54,191 -12.17 0.1032
2021-08-17 2021-06-30 13F CUMMINS COM 231021106 253,074 5,382 2.17 61,702 -3.86 0.1172
2021-05-14 2021-03-31 13F CUMMINS COM 231021106 247,692 16,660 7.21 64,179 22.32 0.1343
2021-02-19 2020-12-31 13F CUMMINS COM 231021106 231,032 3,787 1.67 52,467 8.50 0.1196
2020-11-13 2020-09-30 13F CUMMINS COM 231021106 227,245 0 0.00 48,355 22.82 0.1270
2020-08-11 2020-06-30 13F CUMMINS COM 231021106 227,245 1,474 0.65 39,372 28.87 0.1125
2020-05-27 2020-03-31 13F CUMMINS COM 231021106 225,771 3,345 1.50 30,551 -23.25 0.1034
2020-02-21 2019-12-31 13F CUMMINS COM 231021106 222,426 -16,778 -7.01 39,805 2.30 0.1092
2019-11-15 2019-09-30 13F CUMMINS COM 231021106 239,204 10,375 4.53 38,911 -0.76 0.1231
2019-08-14 2019-06-30 13F CUMMINS COM 231021106 228,829 18,917 9.01 39,208 18.31 0.1310
2019-05-15 2019-03-31 13F CUMMINS COM 231021106 209,912 7,297 3.60 33,139 8.04 0.1275
2019-02-15 2018-12-31 13F CUMMINS COM 231021106 202,615 12,702 6.69 30,674 10.57 0.1265
2018-11-15 2018-09-30 13F CUMMINS COM 231021106 189,913 4,304 2.32 27,741 12.17 0.1129
2018-08-14 2018-06-30 13F CUMMINS COM 231021106 185,609 18,291 10.93 24,731 -8.81 0.1119
2018-04-13 2018-03-31 13F CUMMINS COM 231021106 167,318 -1,670 -0.99 27,121 -9.14 0.1344
2018-01-17 2017-12-31 13F CUMMINS COM 231021106 168,988 6,577 4.05 29,850 9.18 0.1490
2017-10-16 2017-09-30 13F Cummins COM 231021106 162,411 6,695 4.30 27,339 9.65 0.1504
2017-07-13 2017-06-30 13F CUMMINS COM 231021106 155,716 22,001 16.45 24,933 22.71 0.1485
2017-04-11 2017-03-31 13F CUMMINS COM 231021106 133,715 -5,298 -3.81 20,319 6.95 0.1360
2017-01-18 2016-12-31 13F CUMMINS COM 231021106 139,013 2,108 1.54 18,999 8.29 0.1300
2016-10-14 2016-09-30 13F CUMMINS COM 231021106 136,905 10,377 8.20 17,544 23.31 0.1406
2016-08-11 2016-06-30 13F CUMMINS COM 231021106 126,528 13,914 12.36 14,227 14.91 0.1263
2016-05-16 2016-03-31 13F CUMMINS COM 231021106 112,614 4,234 3.91 12,381 29.79 0.1240
2016-02-12 2015-12-31 13F CUMMINS COM 231021106 108,380 6,234 6.10 9,539 -13.99 0.1002
2015-10-15 2015-09-30 13F CUMMINS COM 231021106 102,146 17,169 20.20 11,091 -0.51 0.1402
2015-07-15 2015-06-30 13F CUMMINS COM 231021106 84,977 11,241 15.24 11,148 9.05 0.1446
2015-04-15 2015-03-31 13F CUMMINS COM 231021106 73,736 7,698 11.66 10,223 7.37 0.1477
2015-01-13 2014-12-31 13F CUMMINS COM 231021106 66,038 -8,030 -10.84 9,521 -2.60 0.1607
2014-11-07 2014-09-30 13F CUMMINS COM 231021106 74,068 74,068 9,775 0.1552
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.